Green Square Client Experience

Most of our clients generated their wealth through building and liquidating a privately held family business. This imparts us with an intimate awareness of your key concerns—both current and future. Our understanding of your unique situation coupled with our deep knowledge of the wealth management value chain form the basis for our four-square service promise:


We work only for our clients. Because of our strictly fee-based compensation structure, you never pay excessive fees for commoditized services. Instead, we guide you to focused strategies where value is truly added.

Impeccable Service Standards

We provide our clients with an experience that both satisfies and delights them. Everyone at Green follows strict service standards, which ranges from a “no voice-mail” policy to face-to-face meetings. We have memorialized our service standards in writing.

Comprehensive Web-Based Reporting

We create clear and concise reports for our clients utilizing a methodology that allows them to analyze their investment portfolio and expenses like the P&L of an operating business. Each period, you receive a summary level report—our one-page solution—along with a detailed account, strategy and asset class analysis.

Partnership with Key Advisors

We focus exclusively on asset management. Rather than overwhelming our clients, we coordinate with CPAs, attorneys and bankers to assemble a thoughtful, efficient advisory team that best serves your specific needs.

Client Login
Client Advisor Login